FundWatcher
SMYSX
Franklin Global Equity Fund
Legg Mason Partners Investment Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jan 30, 2026 → Apr 30, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
CATERPILLAR INC 0 8,510 8,510 1.28% $7.57M
MICRON TECHNOLOGY INC 0 14,077 14,077 1.23% $7.28M
ROCHE HOLDING AG 0 15,530 15,530 1.07% $6.33M
RECRUIT HOLDINGS 0 109,500 109,500 0.86% $5.07M
MCKESSON CORP 0 5,690 5,690 0.78% $4.64M
MACYS INC 0 232,825 232,825 0.77% $4.55M
RENAISSANCERE HLDGS LTD 0 13,713 13,713 0.71% $4.21M
CARDINAL HEALTH INC 0 15,987 15,987 0.52% $3.08M
ULTA BEAUTY INC 0 5,612 5,612 0.51% $3.02M
LYFT INC-A 0 186,920 186,920 0.45% $2.64M
ANGLOGOLD ASHANTI PLC 0 27,474 27,474 0.43% $2.58M
JAPAN POST HOLDI 0 209,000 209,000 0.41% $2.42M
INDUSTRIVARDEN-A 0 35,064 35,064 0.31% $1.86M
FORD MOTOR CO 0 108,173 108,173 0.22% $1.31M
L'OREAL SA ORD 0 2,811 2,811 0.20% $1.21M
ASTELLAS PHARMA 0 36,500 36,500 0.09% $517.27K
DOLLAR GENERAL CORP 0 3,859 3,859 0.08% $447.18K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
ROCHE HOLDINGS AG (GENUSSCHEINE) 15,530 0 -15,530 0.00% -$7.06M
HOLCIM LTD 49,493 0 -49,493 0.00% -$5.10M
AP MOLLER-B 1,856 0 -1,856 0.00% -$4.59M
NATWEST GROUP PLC 298,037 0 -298,037 0.00% -$2.72M
SCHINDLER HLD-PC 6,885 0 -6,885 0.00% -$2.66M
FOX CORP CL A 36,285 0 -36,285 0.00% -$2.64M
3M CO 13,933 0 -13,933 0.00% -$2.13M
ABBOTT LABS 18,896 0 -18,896 0.00% -$2.07M
Empire Company Limited 57,137 0 -57,137 0.00% -$1.87M
CADENCE DESIGN SYSTEMS INC 6,000 0 -6,000 0.00% -$1.78M
TESCO PLC 262,655 0 -262,655 0.00% -$1.53M
FAIR ISAAC CORP 1,027 0 -1,027 0.00% -$1.50M
NEUROCRINE BIOSCIENCES INC 10,719 0 -10,719 0.00% -$1.46M
ONEX CORP 14,832 0 -14,832 0.00% -$1.26M
NOVO NORDISK-B 18,443 0 -18,443 0.00% -$1.10M
HALOZYME THERAPEUTICS INC 12,107 0 -12,107 0.00% -$868.19K
VERSANT MEDIA GROUP INC - A 2,085 0 -2,085 0.00% -$67.93K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
ALPHABET INC CL A 44,278 48,813 4,535 3.17% $3.82M
Invesco Treasury Portfolio, Institutional Class 10,716,574 11,428,282 711,708 1.93% $711.71K
Vodafone Group Public Limited Company 1,883,525 2,842,600 959,075 0.76% $1.75M
ADOBE INC 14,909 18,042 3,133 0.75% $68.07K
COMCAST CORP CL A 52,130 156,708 104,578 0.72% $2.69M
THE BOOKING HOLDINGS INC 920 23,000 22,080 0.65% -$729.41K
ENEOS HOLDINGS I 326,500 391,200 64,700 0.55% $525.94K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
WESTERN DIGITAL CORP 25,668 17,118 -8,550 1.26% $1.02M
APA CORP 157,939 105,306 -52,633 0.72% $117.94K
WELLS FARGO & CO 50,841 43,708 -7,133 0.61% -$1.01M
TESLA INC 10,205 8,806 -1,399 0.57% -$1.03M
NETFLIX INC 30,836 25,075 -5,761 0.40% -$227.23K
MARATHON PETROLEUM CORP 14,900 5,424 -9,476 0.23% -$1.28M
INCYTE CORP 18,698 12,118 -6,580 0.19% -$716.63K
ASICS CORP 79,300 27,600 -51,700 0.13% -$1.13M
AERCAP HOLDINGS NV 18,072 3,931 -14,141 0.09% -$2.04M
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
NVIDIA CORP 180,911 180,911 0 6.09% $1.53M
APPLE INC 91,335 91,335 0 4.18% $1.08M
MICROSOFT CORP 46,199 46,199 0 3.18% -$1.04M
ALPHABET INC CL C 44,959 44,959 0 2.90% $1.95M
AMAZON.COM INC 58,623 58,623 0 2.62% $1.51M
META PLATFORMS INC CL A 17,812 17,812 0 1.84% -$1.86M
LAM RESEARCH CORP 29,448 29,448 0 1.28% $718.53K
BROADCOM INC 17,781 17,781 0 1.25% $1.53M
APPLIED MATERIALS INC 18,700 18,700 0 1.25% $1.35M
SUNCOR ENERGY INC 100,829 100,829 0 1.17% $1.58M
KLA CORP 3,900 3,900 0 1.15% $1.26M
ASML Holding NV 4,540 4,540 0 1.11% $52.85K
MASTERCARD INC CL A 12,797 12,797 0 1.09% -$459.03K
WALMART INC 48,600 48,600 0 1.08% $621.59K
GENERAL ELECTRIC CO 21,536 21,536 0 1.05% -$363.10K
ABBVIE INC 29,275 29,275 0 1.04% -$342.22K
Novartis AG (Registered) 40,635 40,635 0 1.01% -$23.57K
CISCO SYSTEMS INC 62,859 62,859 0 0.97% $828.48K
PALANTIR TECHNOLOGIES INC 40,382 40,382 0 0.95% -$302.06K
NEWMONT CORP 50,476 50,476 0 0.95% -$63.60K
GENERAL MOTORS CO 71,089 71,089 0 0.92% -$505.44K
AMGEN INC 15,346 15,346 0 0.90% $67.06K
BERKSHIRE HATH-B 11,153 11,153 0 0.89% -$77.29K
AIB GROUP PLC 450,498 450,498 0 0.88% $156.96K
YANGZIJIANG SHIP 1,507,400 1,507,400 0 0.87% $1.18M
QUALCOMM INC 28,607 28,607 0 0.87% $800.71K
RTX CORP 28,913 28,913 0 0.86% -$718.78K
GSK PLC 194,000 194,000 0 0.86% $69.03K
GILEAD SCIENCES INC 37,594 37,594 0 0.83% -$417.67K
WH GROUP LTD 4,026,000 4,026,000 0 0.83% $142.33K
UNICREDIT SPA 62,257 62,257 0 0.81% -$614.08K
BNP PARIBAS 44,944 44,944 0 0.80% -$139.82K
KONINKLIJKE AHOL 98,737 98,737 0 0.78% $776.99K
EQUINOR ASA 112,402 112,402 0 0.77% $1.55M
SAFRAN SA 14,239 14,239 0 0.77% -$515.15K
HOWMET AEROSPACE INC 18,661 18,661 0 0.77% $652.39K
JPMORGAN CHASE and CO 13,916 13,916 0 0.74% $102.14K
STANDARD CHARTER 169,926 169,926 0 0.73% -$20.66K
HCA HEALTHCARE INC 9,934 9,934 0 0.73% -$534.65K
BANK OF NEW YORK MELLON CORP 30,500 30,500 0 0.69% $440.72K
CF INDUSTRIES HOLDINGS INC 32,904 32,904 0 0.69% $1.02M
EXPEDIA INC 16,350 16,350 0 0.69% -$269.28K
UBER TECHNOLOGIES INC 52,975 52,975 0 0.67% -$288.18K
MERCEDES-BENZ GR 67,718 67,718 0 0.67% -$680.84K
STATE STREET CORP 25,132 25,132 0 0.65% $552.40K
DEUTSCHE BANK-RG 122,200 122,200 0 0.64% -$1.03M
KROGER CO 55,202 55,202 0 0.63% $288.15K
IMPERIAL OIL LTD 28,000 28,000 0 0.63% $921.89K
DROPBOX INC CL A 153,188 153,188 0 0.63% -$182.29K
MGIC INVT CORP 139,989 139,989 0 0.63% -$61.60K
JOHNSON&JOHNSON 15,861 15,861 0 0.62% $41.24K
PROCTER & GAMBLE 24,372 24,372 0 0.61% -$114.06K
EXELIXIS INC 80,572 80,572 0 0.60% $249.77K
SEIBU HOLDINGS 150,800 150,800 0 0.60% -$446.92K
ALTRIA GROUP INC 48,711 48,711 0 0.60% $519.26K
SONY GROUP CORP 175,000 175,000 0 0.59% -$352.20K
TJX COS INC 22,305 22,305 0 0.59% $154.80K
3I GROUP PLC 96,536 96,536 0 0.57% -$1.08M
SEI INVESTMENTS 36,985 36,985 0 0.57% $104.67K
BRISTOL-MYERS SQUIBB CO 49,973 49,973 0 0.51% $276.85K
CK ASSET HOLDING 469,000 469,000 0 0.50% $206.88K
TOKYO GAS CO LTD 69,000 69,000 0 0.49% -$130.81K
BARCLAYS PLC 482,915 482,915 0 0.48% -$384.47K
HSBC HOLDINGS PL 153,800 153,800 0 0.48% $116.72K
ING GROEP NV 97,572 97,572 0 0.48% -$53.62K
VISA INC-CLASS A 8,425 8,425 0 0.47% $67.48K
SUBARU CORP 183,500 183,500 0 0.46% -$1.21M
TAPESTRY INC 18,471 18,471 0 0.45% $334.88K
UNILEVER PLC 44,754 44,754 0 0.44% -$434.75K
LILLY ELI and CO 2,758 2,758 0 0.44% -$282.83K
CITIGROUP INC 20,020 20,020 0 0.43% $245.65K
AT&T INC 97,000 97,000 0 0.43% -$7.76K
HOME DEPOT INC 7,600 7,600 0 0.42% -$348.00K
KINROSS GOLD CORP 82,074 82,074 0 0.42% -$98.25K
IBERDROLA SA 105,000 105,000 0 0.42% $100.96K
DEUTSCHE TELEKOM 71,211 71,211 0 0.39% -$89.56K
LOCKHEED MARTIN CORP 4,301 4,301 0 0.38% -$499.99K
ELECTRONIC ARTS INC 10,400 10,400 0 0.36% -$16.12K
APPLOVIN CORP 4,674 4,674 0 0.35% -$125.08K
FORTESCUE METALS 143,765 143,765 0 0.35% -$9.75K
IDEXX LABS INC 3,500 3,500 0 0.33% -$383.81K
VALERO ENERGY CORP 7,649 7,649 0 0.33% $544.23K
AENA SME SA 70,343 70,343 0 0.32% -$263.43K
INTUIT INC 4,477 4,477 0 0.29% -$494.35K
LOBLAW COS LTD 35,832 35,832 0 0.28% $39.53K
FASTENAL CO 35,464 35,464 0 0.27% $55.68K
PAYPAL HOLDINGS 30,963 30,963 0 0.26% -$78.96K
WW GRAINGER INC 1,291 1,291 0 0.25% $105.10K
KINGFISHER PLC COMMON STOCK 370,657 370,657 0 0.25% -$250.60K
CHECK POINT SOFTWARE TECHS LTD 12,100 12,100 0 0.23% -$811.18K
CROCS INC 13,131 13,131 0 0.23% $237.15K
DOCUSIGN INC 29,051 29,051 0 0.23% -$190.28K
REGENERON PHARMACEUTICALS INC 1,402 1,402 0 0.17% -$48.21K
BEST BUY CO INC 15,351 15,351 0 0.16% -$70.77K
PANDORA A/S 12,200 12,200 0 0.16% -$59.10K
MATCH GROUP INC 24,265 24,265 0 0.15% $152.14K

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